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COZAD ASSET MANAGEMENT INC: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COZAD ASSET MANAGEMENT INC on SPY, newest first. How the timeline and the estimate are built.

COZAD ASSET MANAGEMENT INC held 13,200 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,200 shares
    Change vs previous 13F -235 shares

    0.64% of the 13F portfolio, value $9,857,408.

    13F-HR 0000709428-26-000008 filed by COZAD ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 13,435 shares
    Change vs previous 13F +77 shares

    0.69% of the 13F portfolio, value $8,737,553.

    13F-HR 0000709428-26-000006 filed by COZAD ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,358 shares
    Change vs previous 13F -189 shares

    0.71% of the 13F portfolio, value $9,109,383.

    13F-HR 0000709428-26-000002 filed by COZAD ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 13,547 shares
    Change vs previous 13F +176 shares

    0.72% of the 13F portfolio, value $9,024,972.

    13F-HR 0000709428-25-000014 filed by COZAD ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 13,371 shares
    Change vs previous 13F -113 shares

    0.72% of the 13F portfolio, value $8,261,492.

    13F-HR/A 0000709428-25-000011 filed by COZAD ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 13,484 shares
    Change vs previous 13F -93 shares

    0.75% of the 13F portfolio, value $7,543,067.

    13F-HR 0000709428-25-000004 filed by COZAD ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 13,577 shares
    Change vs previous 13F +1,088 shares

    0.74% of the 13F portfolio, value $7,957,237.

    13F-HR 0000709428-25-000002 filed by COZAD ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 12,489 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $7,165,552.

    13F-HR 0000709428-24-000011 filed by COZAD ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).